Recurring Task & Dependancies
I have several recurring tasks that must be done in a certain order, they are done by different team members at times so I need a way to assign dependencies. I did update these on the initial setup, but the recurring tasks lose dependencies. Anone knowReorder tabs in project templates and for client users
Hello, I would like to show/hide tabs and change the tab order for Portal users at the project template level; this feature does not seem to exist. I would also like reorder tabs for Client users, and this also seems to be not possible. In the Organize Tabs section, there are checkboxes to Update Selection for: Existing Projects, Upcoming Projects. It's not clear whether that then applies to ALL projects in the portal - is that the case? (There's no way to control this for multiple-but-not-all projectsScheduling Tasks in Relation to Project End Date
I use Zoho project to help manage tasks that relate to a number of specific business events that take place. I would like to be able to have my project end date be the date of the event and then work "back" from that date to say... Add a task 2 weeks before the project end date to remind me to XYZ. Does anyone know if there is a way to base task timings back from a project due date rather than a project start date?Project Tasks
I want to be able to change the fields in my tasks in a task list. For Example I have a Task List called - Decommission. Under that Task List I have 2 task as follows -Signed Letter and Servers to Decommission. In the Servers to Decommission task IBusiness Hours, Skip Weekends and Holidays
After taking the customer requests to heart, I am glad to share with you about the launch of the much requested and awaited feature - Business Hours, Skip Weekend and Holidays. I know this feature is going to be a big one with way it helps you in organizing your work. You can select the preferred business hours, holidays and working days under Date Format & Business Hours settings. The benefits you will enjoy out of this feature are: Customize your holidays Organize your work better Enhanced recurrenceTask Layout Rules - Business cases
Hello, Guys! We are happy to meet you all in this community post and hope all are doing great. We are here to share a bunch of use cases in a series under various features with you. All the existing users of Zoho Projects can view the cases and letCopying a milestone
Hi, We have completed a fairly detailed milestone with a number of task lists and tasks. We now have a few projects which require the same tasklists and tasks. Rather than recreate them all - is it possible to copy the milestone? Thank you MarcPrint to PDF
How to remove Header and Unscheduled Task in Print to PDF? Will like to be able to control what and how to Print to PDF.Managing Prepaid Hours for Consulting
We are a consulting firm that bills clients a flat upfront annual fee plus an hourly rate and offer a discount for pre-paying a block of hours. Hours that surpass the pre-paid block are billed monthly at the normal rate. If there are any pre-paid hours remaining at the end of the project they are banked for future use. I'm not seeing a method of doing this in Projects/Books/CRM... thoughts?What does following a task even do?
I've been playing with task following. This is what I expected it to do: Get an email on a comment Get an email on status change Get an email on a document upload None of those happen. I might get a notification. But Zoho's notificaitons are so brokenHow do I duplicate a Task List Template?
I am creating a series of task list templates that vary a litlle from one another. I cannot find how to duplicate a template so I can make a few changes. Instead, I am having to create a new one from scratch, which is rather time consuming.. Thank yTask Layout + Budget + Project Rollup
Hello, Please consider adding advanced functionality to the layouts and fields creator to account for projects that use roll-up functionality. This would include aggregate / average / median functionality at the task list / milestone and at the project level. An example use case: We use 3rd party vendors and partnerships who bill on a fixed cost / cost plus agreements that is tracked at the task level (as well as some fixed costs associated with the project). If I add a custom field to the task layoutAssign project owner to specific tasks on project template
Hi all I managed to create a project template and wonder if there is a way to assign tasks in a way that depending on who starts a new project using this template, specific task would automatically assigned to the creator of the nwe project. Thank you.Enhanced Gantt Charts in Zoho Projects
A Gantt chart is a visual representation of your project's schedule. Here are some enhancements to the Gantt chart to measure your project's performance. Create custom views of the Gantt chart Users can now create customized views of the Gantt chart basedTip 37: Time Log Restriction in Zoho Projects
Timesheet in Zoho Projects helps you big time in entering log hours for the tasks and issues and approving them. Now, with the new Time Log Restriction option, you can set daily and weekly log hour limits. You can restrict users from entering extra log hours than the permissible limit. The limits are restricted to 24 hours per day and 168 hours per week by default based on business hours. To customize, navigate to Task & Timesheet settings under Portal Configuration in Zoho Projects setup and enableMultiple Owners and Users of Tasks
There must be a way to choose more than one owner or user of the Tasks, Task Lists, Milestones, etc - on a team, sometimes more than one person is responsible. In the drop down list - you shuld be able to select more than one item/person. Besides "Owner" , we should have the ability to "assign" tasks to others, but not just 1 or just all or just none - should be able to choose. Thank you! BIntegration with Microsoft Sharepoint
I was wondering if documents in Zoho Projects will integrate with Microsoft Sharepoint as a link... meaning if I place a document in Sharepoint it could link with Zoho Projects.Group My Tasks Kanban view by projects.
It would be extremely useful to have some additional ways to see Kanban breakdown in My Tasks. By Project would be especially useful. Thank YouEnable Timesheet for Client Users
In Zoho Projects, the client users can log work hours in timesheets and track the time spent on tasks and issues. This permission can be enabled only by the portal owner or the admin. For instance, If the administrator wants a client user to add the timeZoho WorkDrive / ZohoDocs & Zoho Projects integration
Hi, Is it possible to integrate either Zoho WorkDrive / ZohoDocs into Zoho Projects? The ideia, is when I update a file from my PC, it shall sync immediately to Zoho Projects documents tap. The current documents tap on Zoho Projects, require a manual update of each file, which is not efficient.Sending data from Zoho Projects to Zoho CRM
Dear community Hope you all are doing great! I'm opening this thread to understand how can I setup the following workflow between my Zoho Projects portal and my Zoho CRM portal: In my project, let's call it PROJECT X, I have new incoming bugs registersSending data from Zoho Projects to Zoho CRM
Dear community Hope you all are doing great! I'm opening this thread to understand how can I setup the following workflow between my Zoho Projects portal and my Zoho CRM portal: In my project, let's call it PROJECT X, I have new incoming bugs registersSending data from Zoho Projects to Zoho CRM
Dear community Hope you all are doing great! I'm opening this thread to understand how can I setup the following workflow between my Zoho Projects portal and my Zoho CRM portal: In my project, let's call it PROJECT X, I have new incoming bugs registersZoho project Workflow notifications
I am trying to do something that seems very simple. I want to have an email notification sent out when a new project is created. I have setup a workflow rule that basically states that Project Status = New then to send an email based on a template iProject
Hello, How do I cancel my Project account?Sticky Posts Not Sticky, Announcements do... What?
In the new 4.0 when you mark a post as "Sticky" it does not stay at the top. It quickly gets buried to the bottom of the page. We've installed a lot of bulletin board software and forums, I've never seen a sticky post that doesn't stay pinned to the top. Is this a bug? The announcement box in forums: I was told by tech support during an online support session that all the Announcement box does is add an icon to the post title. Is this intentional? If so, not much of an announcement. Thanks!Customize email notifications
Hello there, It's been years since Zoho Team promises that it will be available... But I still can't see where. Please, we are a lot asking for it, tell me it's now possible !Gantt Chart Colors
Hi, my team really would like to stick with Zoho Projects but one of the simplest yet more annoying functions that should be able to be selected by a project team or individual are the gantt chart colors (legend). Right now, the colors are blue shades for tasks and orange shades for subtasks. My team leads really want to have these changed to their specifications since it's hard to determine things at a glance. When can this feature be available?Disclaimer in Zoho Projects
Disclaimers are notices which are displayed to keep the users informed about specific changes in a portal. If you are an administrator in a Zoho Projects portal, you can now display disclaimers to the new users and also to the existing users. ConsiderTask Ownership
In our organization we are running into the issue of who owns (is responsible for) the task. Is there anything on the table to have two groups when selecting task users. One to select the Task owner and a selection to assign people associated with the task. Thank You! BIs there a way to import timesheets from an excel spreadsheet into Projects?
We have external consultants that fill in timesheets on a spreadsheet, as well as timesheets from our customer systems that are in an excel spreadsheet. We are trying to minimize the filling in of timesheets to only once and would like to be able to import these excel spreadsheets into projects. For example, customer A has their own timekeeping system that requires our consultants to log time in their timesheets. We want to export this from their system and import into zoho projects.Time Shifting Task Due Date By Start Before
I just started your 15-day trial and have run into a big issue that may stop us moving to Zoho. It seems your system only allows tasks due dates to be set AFTER the project start date when using your project templates. We are an event based company and as with many event companies, we schedule many tasks based on the project end date. So we need to be able to set a project template task due date to start BEFORE the project end date (which would be the event date). For example, a typical event companyAssign tasks by Associated Team
How can I assign a task owner by Associated Team? Right have a template project with 400+ Tasks. I've associated each one with the team. Then on the project layouts, I select the person from each team. I've create a workflow rule that If So-and-So isAble to change project on timelog entries
Ability to move the timesheet entry from one project to another. When a user adds a wrong entry a manager can change/update the timesheet entry to the correct project.Flexible Milestone Invoicing
If your Zoho Projects portal is integrated with Zoho Invoice/Books, you can now create an invoice for your milestones. You can enable it under Integration Preference and invoice milestones regardless of the project's billing type. For instance, considerIssue Tracker
HI Team, I have a question. I am using zoho projects and i created 200 projects in it. Now I need a common platform for the external users who aren't using Zoho. I mean to say i will be sharing a Web to Issue form to a non zoho user who will fill theWork agile in Zoho Projects! The much-awaited Zoho Sprints integration is in the making.
Let your teams work in both classic and agile methodology using our integration with Zoho Sprints. We made sure you get the best of both worlds with this integration. You can scale through teams irrespective of what methodology they use and make sure they work with speed and flexibility. And, you can do it all from one place- Zoho Projects. Why this integration is a benefit? This integration mostly helps in managing classic and agile practices together. Most organizations use a mix of both classicTask delayed
When a task was delayed. How to notify users? Would it be possible to add "late" status and expire on expiration date to notify the user and change to status?Creation of Multiple Projects Tasks with similar Automation processes
INTRODUCTION ====================================== This is for a task with a StartDate which is recurring. I am looking to achieve the following type of automation -> a single task can cycle through any number of Steps, before completion (eg for exampleHow do I take an existing template that had changes made and apply it to all
I have made changes to my project template and need to apply it to my existing projects how do i do thisNext Page
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Announcements
Business Hours, Skip Weekends and Holidays
After taking the customer requests to heart, I am glad to share with you about the launch of the much requested and awaited feature - Business Hours, Skip Weekend and Holidays. I know this feature is going to be a big one with way it helps you in organizing your work. You can select the preferred business hours, holidays and working days under Date Format & Business Hours settings. The benefits you will enjoy out of this feature are: Customize your holidays Organize your work better Enhanced recurrenceTask Layout Rules - Business cases
Hello, Guys! We are happy to meet you all in this community post and hope all are doing great. We are here to share a bunch of use cases in a series under various features with you. All the existing users of Zoho Projects can view the cases and letEnhanced Gantt Charts in Zoho Projects
A Gantt chart is a visual representation of your project's schedule. Here are some enhancements to the Gantt chart to measure your project's performance. Create custom views of the Gantt chart Users can now create customized views of the Gantt chart basedTip 37: Time Log Restriction in Zoho Projects
Timesheet in Zoho Projects helps you big time in entering log hours for the tasks and issues and approving them. Now, with the new Time Log Restriction option, you can set daily and weekly log hour limits. You can restrict users from entering extra log hours than the permissible limit. The limits are restricted to 24 hours per day and 168 hours per week by default based on business hours. To customize, navigate to Task & Timesheet settings under Portal Configuration in Zoho Projects setup and enableEnable Timesheet for Client Users
In Zoho Projects, the client users can log work hours in timesheets and track the time spent on tasks and issues. This permission can be enabled only by the portal owner or the admin. For instance, If the administrator wants a client user to add the time
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Most Discussed Topics
What does following a task even do?
I've been playing with task following. This is what I expected it to do: Get an email on a comment Get an email on status change Get an email on a document upload None of those happen. I might get a notification. But Zoho's notificaitons are so brokenCreation of Multiple Projects Tasks with similar Automation processes
INTRODUCTION ====================================== This is for a task with a StartDate which is recurring. I am looking to achieve the following type of automation -> a single task can cycle through any number of Steps, before completion (eg for exampleZoho project Workflow notifications
I am trying to do something that seems very simple. I want to have an email notification sent out when a new project is created. I have setup a workflow rule that basically states that Project Status = New then to send an email based on a template iHow do I duplicate a Task List Template?
I am creating a series of task list templates that vary a litlle from one another. I cannot find how to duplicate a template so I can make a few changes. Instead, I am having to create a new one from scratch, which is rather time consuming.. Thank yProject
Hello, How do I cancel my Project account?
Sticky Posts
Business Hours, Skip Weekends and Holidays
After taking the customer requests to heart, I am glad to share with you about the launch of the much requested and awaited feature - Business Hours, Skip Weekend and Holidays. I know this feature is going to be a big one with way it helps you in organizing your work. You can select the preferred business hours, holidays and working days under Date Format & Business Hours settings. The benefits you will enjoy out of this feature are: Customize your holidays Organize your work better Enhanced recurrenceTip 37: Time Log Restriction in Zoho Projects
Timesheet in Zoho Projects helps you big time in entering log hours for the tasks and issues and approving them. Now, with the new Time Log Restriction option, you can set daily and weekly log hour limits. You can restrict users from entering extra log hours than the permissible limit. The limits are restricted to 24 hours per day and 168 hours per week by default based on business hours. To customize, navigate to Task & Timesheet settings under Portal Configuration in Zoho Projects setup and enableFlexible Milestone Invoicing
If your Zoho Projects portal is integrated with Zoho Invoice/Books, you can now create an invoice for your milestones. You can enable it under Integration Preference and invoice milestones regardless of the project's billing type. For instance, considerWork agile in Zoho Projects! The much-awaited Zoho Sprints integration is in the making.
Let your teams work in both classic and agile methodology using our integration with Zoho Sprints. We made sure you get the best of both worlds with this integration. You can scale through teams irrespective of what methodology they use and make sure they work with speed and flexibility. And, you can do it all from one place- Zoho Projects. Why this integration is a benefit? This integration mostly helps in managing classic and agile practices together. Most organizations use a mix of both classicDeprecating Support for Authtokens in Zoho Projects
Dear Users, Authtokens and OAuth are currently used to authorize third-party applications to access Zoho Projects. However, going forward we will not be supporting authtokens. This means that effective 1st December, 2020, you will no longer be able to
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